Zuckerman Investment Group’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3M | Sell |
117,204
-222
| -0.2% | -$33.6K | 1.9% | 21 |
|
|
2025
Q4 | $14.8M | Buy |
117,426
+2,103
| +2% | +$264K | 1.32% | 32 |
|
|
2025
Q3 | $14.5M | Sell |
115,323
-3,661
| -3% | -$451K | 1.34% | 28 |
|
|
2025
Q2 | $14.2M | Buy |
118,984
+2,423
| +2% | +$282K | 1.37% | 30 |
|
|
2025
Q1 | $15.1M | Sell |
116,561
-5,986
| -5% | -$756K | 1.62% | 27 |
|
|
2024
Q4 | $15.2M | Buy |
122,547
+2,279
| +2% | +$290K | 1.46% | 27 |
|
|
2024
Q3 | $14.7M | Buy |
120,268
+454
| +0.4% | +$56.8K | 1.51% | 27 |
|
|
2024
Q2 | $15.3M | Buy |
119,814
+598
| +0.5% | +$77.8K | 1.77% | 21 |
|
|
2024
Q1 | $15.7M | Buy |
119,216
+3,952
| +3% | +$474K | 1.78% | 24 |
|
|
2023
Q4 | $13.5M | Sell |
115,264
-1,358
| -1% | -$163K | 1.75% | 25 |
|
|
2023
Q3 | $14.8M | Sell |
116,622
-319
| -0.3% | -$39.1K | 2.11% | 22 |
|
|
2023
Q2 | $13.2M | Sell |
116,941
-1,454
| -1% | -$164K | 1.89% | 21 |
|
|
2023
Q1 | $13.5M | Buy |
118,395
+871
| +0.7% | +$103K | 2.05% | 19 |
|
|
2022
Q4 | $14.3M | Buy |
117,524
+368
| +0.3% | +$44.8K | 2.25% | 17 |
|
|
2022
Q3 | $11.9M | Buy |
117,156
+53
| +0% | +$5.64K | 2.23% | 17 |
|
|
2022
Q2 | $11.6M | Buy |
117,103
+4,510
| +4% | +$505K | 2.12% | 20 |
|
|
2022
Q1 | $12.1M | Sell |
112,593
-409
| -0.4% | -$39.4K | 1.94% | 19 |
|
|
2021
Q4 | $8.77M | Buy |
113,002
+2,470
| +2% | +$196K | 1.36% | 35 |
|
|
2021
Q3 | $8.17M | Sell |
110,532
-1,157
| -1% | -$80.7K | 1.35% | 30 |
|
|
2021
Q2 | $8.48M | Buy |
111,689
+834
| +0.8% | +$60.4K | 1.34% | 29 |
|
|
2021
Q1 | $7.54M | Buy |
110,855
+1,755
| +2% | +$112K | 1.24% | 33 |
|
|
2020
Q4 | $5.66M | Sell |
109,100
-1,565
| -1% | -$73.2K | 1.04% | 38 |
|
|
2020
Q3 | $4.46M | Sell |
110,665
-327
| -0.3% | -$15.6K | 0.99% | 38 |
|
|
2020
Q2 | $5.58M | Buy |
110,992
+2,542
| +2% | +$125K | 1.32% | 30 |
|
|
2020
Q1 | $4.14M | Buy |
+108,450
| New | +$6.88M | 1.21% | 32 |
|
Other funds holding VDE
BCMIO
